Sage X3 Electronic Document Management (EDM)

Capture, monitor, and manage the flow of your internal and external documents with Sage X3 Electronic Document Management (EDM).

Using Optical Character Recognition (OCR) technology, Sage X3 EDM scans, indexes, and archives all your company documents into a single repository making it easy to search, access, and distribute them.

Sage X3 EDM Features

Sage X3 Electronic Document Management (EDM) functionality allows you to go green and save on real costs such as postage, stationary, and storage space while reducing inefficiencies and labor costs associated with filing and handling hard copies of important documents.

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Drag and Drop Filing

Anyone in your organization, even non users, can archive company documents using the EDM Deposit client that can be installed on the Windows desktop.

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Stronger Security

Archived documents cannot be overwritten or deleted, and any new versions of documents are automatically given a new version number.

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Automatic Archive

Using OCR technology, internal and external documents are automatically scanned, indexed by keywords, linked to the proper Sage X3 transaction, and securely stored for future use.

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E-mail or Fax Automatically

At the touch of a button, automatically send or fax document once they have been indexed and archived.

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Access Anywhere, Anytime

Using proper credentials and an internet connection, anyone can remotely access the documents using the new Sage X3 web-portal.

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Instant Access

Once a document has been indexed and archived, it can be accessed by any Sage user using the Attachment or Document button within your Sage X3 system.

Sage X3 Electronic Document Management Demo

Latest Insights

Read our Document Management blog posts

Embracing EDM: A Sustainable Solution for Businesses going paperless

Guest Post August 15, 2023

By X3clouddocs As businesses continue to strive towards sustainability goals there are plenty of avenues of investigation open; from energy efficiency, waste management, & general decarbonisation....

Sage X3 Thought Leadership Document Management ESG & Sustainability

5 Reasons to go Paperless with a Document Management Solution

Guest Post June 13, 2022

Written by Altec Products, Inc. How many times have you gone looking for a document and spent minutes, hours or even days trying to track it down? Was it on someone’s desk? Was it misfiled? Or did you...

Thought Leadership Document Management

Go Touchless at Your Pace – 3-Step Phase to Paperless Efficiency

Guest Post May 6, 2020

Go touchless so you can eliminate the manual paper processes, and your business documents can be wherever you are. Sometimes when we speak with companies about document management, we hear, “This solu...

Document Management